ICA Group Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

ICA Group Wealth Management’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$529K	Hold	5,324	–	–	0.32%	50
2024 Q1	$563K	Buy	5,324 +57	+1%	+$5.63K	0.11%	158
2023 Q4	$505K	Buy	5,267 +707	+16%	+$61K	0.11%	155
2023 Q3	$380K	Buy	+4,560	New	+$401K	0.11%	159

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

ICA Group Wealth Management's FPX Position: Q2 2024 in Review

ICA Group Wealth Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2024 at 5,324 shares worth $529K. The position accounts for 0.32% of the portfolio, ranked #50.

ICA Group Wealth Management first reported a position in FPX in Q3 2023 and has held it in 4 quarters since. The position peaked at $563K in Q1 2024. 151 funds tracked by Wall St. Rank hold FPX as of Q2 2024.

ICA Group Wealth Management held 5,324 shares of First Trust US Equity Opportunities ETF worth $529K as of Q2 2024.
ICA Group Wealth Management left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2024.
First Trust US Equity Opportunities ETF made up 0.32% of ICA Group Wealth Management's portfolio in Q2 2024, its #50 holding.
ICA Group Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 4 quarters since.
ICA Group Wealth Management's First Trust US Equity Opportunities ETF position peaked at $563K in Q1 2024.
151 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.